Thursday, September 10
Virtual Workshop
Agenda
This workshop qualifies for 4 CEU credits
1:00PM – 5:00PM EASTERN (10:00AM - 2:00PM PACIFIC)
For owners and managers ready to turn a few hundred maintenance plans into a full-blown subscription engine, this half-day intensive delivers the complete toolkit. James R. Leichter guides you through every stage – market positioning, pricing science, operational delivery, marketing funnels, and renewal mechanics – with the detail only possible in a four-hour block. You’ll build a profit model, map the customer journey from first postcard to renewal, and script technician conversations that convert 30% of “maybe later” customers on the spot.
The session ends with a 90-day rollout plan: week-by-week tasks, KPI targets, and staff accountability checkpoints that keep momentum high long after the webinar ends.
Attendees will learn:
- A comprehensive cost model that factors in drive time, consumables, and other important factors.
- Tiered agreement structures (bronze/silver/gold) that upsell themselves.
- A marketing calendar – email, direct mail, and CSR phone scripts – proven to lift renewals 25%+.
- Technician and CSR compensation tweaks that align incentives with agreement growth.
- A 90-day implementation checklist with milestones for operations, sales, and accounting.
Presenter
Onstage, James’s energy is contagious. He’s led management workshops coast-to-coast since 1996, translating complex topics - pricing strategy, field-service automation, tax planning - into clear, profitable moves any shop can apply on Monday morning. As a sought-after consultant and expert witness, he’s coached hundreds of HVAC and plumbing businesses to double-digit growth while protecting margins.
When he’s not architecting software or sharpening a keynote, you’ll find him restoring vintage watches, tinkering with electronics, or riding horses across the Kansas backcountry with his wife and possibly a few curious barn cats in tow - proof that for James, fixing things isn’t just a job, it’s a way of life.
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